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FDS Form 5 shows ESPP purchases and 4,453.551 shares held

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
5

Rhea-AI Filing Summary

The filing is a Form 5 from an officer of FactSet Research Systems Inc. (FDS) reporting annual Section 16 changes for the fiscal year ended 08/31/2025. It lists a sequence of small, routine acquisitions of common stock made under the company’s Employee Stock Purchase Plan (including dividend reinvestment), executed between 09/19/2024 and 06/18/2025. The report shows the reporting person held 4,453.551 shares of FactSet common stock at the end of the fiscal year. Transactions were reported as purchases under the ESPP; no derivative transactions or disposals are shown. The form is signed by an attorney-in-fact and contains explanatory remarks that the shares were acquired via the ESPP and dividend reinvestment.

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Insider Skoko Goran
Role EVP, Chief Revenue Officer
Type Security Shares Price Value
Other Common Stock 4.79 $425.04 $2K
Other Common Stock 17.92 $389.38 $7K
Other Common Stock 4.42 $430.93 $2K
Other Common Stock 34.31 $392.48 $13K
Other Common Stock 3.81 $489.73 $2K
Other Common Stock 3.84 $469.48 $2K
Holdings After Transaction: Common Stock — 4,453.551 shares (Direct)
Footnotes (1)
  1. Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan. Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan.
SEC Form 5
FORM 5 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

ANNUAL STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0362
Estimated average burden
hours per response: 1.0
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Form 3 Holdings Reported.
Form 4 Transactions Reported.
1. Name and Address of Reporting Person*
Skoko Goran
(Last) (First) (Middle)
C/O FACTSET RESEARCH SYSTEMS INC.
45 GLOVER AVENUE
(Street)
NORWALK CT 06850
(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
FACTSET RESEARCH SYSTEMS INC [ FDS ] 		5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
EVP, Chief Revenue Officer
3. Statement for Issuer's Fiscal Year Ended (Month/Day/Year)
08/31/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
 6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned at end of Issuer's Fiscal Year (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Amount (A) or (D) Price
Common Stock 09/19/2024 J 3.84(1) A $469.48 4,388.301 D
Common Stock 12/19/2024 J 3.81(1) A $489.73 4,392.111 D
Common Stock 02/28/2025 J 34.31(2) A $392.48 4,426.421 D
Common Stock 03/20/2025 J 4.42(1) A $430.93 4,430.841 D
Common Stock 05/30/2025 J 17.92(2) A $389.38 4,448.761 D
Common Stock 06/18/2025 J 4.79(1) A $425.04 4,453.551 D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
(A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan.
2. Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan.
Remarks:
/s/ WINNIFRED LEWIS, Attorney in Fact for Goran Skoko 10/07/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

Source: View Original Filing on SEC EDGAR

FAQ

What does the FDS Form 5 filed for 08/31/2025 report?

The filing reports that an officer acquired shares under the Employee Stock Purchase Plan and held 4,453.551 shares at fiscal-year end.

How were the FactSet (FDS) shares obtained by the reporting person?

Shares were acquired through the Employee Stock Purchase Plan, including purchases funded by dividend reinvestment.

What is the time span of the transactions reported on the Form 5?

The reported purchases occurred between 09/19/2024 and 06/18/2025.

Were any derivative securities or disposals reported on this Form 5 for FDS?

No. Table II shows no derivative transactions and Table I shows only acquisitions; there are no disposals reported.

Who signed the Form 5 for the reporting person?

The form was signed by Winnifred Lewis, Attorney in Fact for Goran Skoko on 10/07/2025.